Steven Nielsen is the Founding Principal of Nielsen Wealth Management Group, a Financial Advisory firm located in Tempe, AZ. Steve lives in Gilbert, Arizona with his wife, Lisa. He has been in the investment business since 1995 and estate planning since 1999.
He has his series 7, 66, and insurance licenses.
Steve is a Certified Retirement Financial Advisor (CRFA®). He works as a Financial Advisor helping clients just like you with their financial needs. He was the host of a radio show on 1510 KFNN called “Circle of Wealth” and has written several articles for investment magazines.CONTACT STEVE
Dillon joined Nielsen Wealth Management Group as a Financial Advisor in 2015. Nielsen Wealth Management Group is a family owned and operated branch office of Centaurus Financial. Dillon actively works with investors and business owners planning for retirement.
Dillon graduated with Cum Laude honors from Arizona State University with his Bachelor of Science degree in Entrepreneurship and Management. He holds his series 7, 65, and 63 securities licenses as well as his insurance licenses.CONTACT DILLON
Tasks: Head of Operations, maintain client accounts, generating and following up on leads, scheduling appointments with clients, and much more.
Tasks: Enrolled to practice before the IRS. 35 years of experience in the tax industry.